UWW Financial Management Association

For this week's meeting, FMA had the privilege of hosting a Banking Panel in collaboration with the?Wisconsin Bankers Association. We’d like to extend a huge thank you to GARY KUTER, CRCM,?Becky McClelland,?Darcy Rallo, and?Jeff Vohs?for sharing their expertise and insights with our members. These events give students valuable exposure to the many career opportunities available in banking, while also providing practical advice for their professional journeys. Huge thanks to our speakers and attendees for making this event a success! Additionally, make sure to follow UWW Financial Management Association for club updates, and please reach out if you're interested in guest speaking!

We have a very exciting meeting planned this week! We hope to see you all there!

Ready to secure your financial future? Join us on March 11 for 'Retire a Millionaire – Start Early'—a powerful presentation on the power of compound interest and smart retirement planning. Hosted by UWW Women In Business Institute in collaboration with UWW Financial Management Association, presented by FNBSLW Lecturer, Mark Gmach CLU, ChFC, CRCP, MSFS. Don't miss out on your path to financial freedom! #UWW #UWWCoBE

This week, our Real Estate Club enjoyed an exclusive tour of 7SEVENTY7 apartments and the Northwestern Mutual Tower & Commons. Huge thanks to Brian Konyn, CPA, Dylan Paprocki, and Garrett Key for providing such a valuable experience! Stay tuned for more Real Estate Club events by following the UWW Financial Management Association.

This week, FMA proudly welcomed its newest sponsor, FORM Wealth Advisors! A huge thank you to Kim Cochenour, Adam Kierzek, and Brayden Zettle for sharing their insights and delivering an engaging presentation on wealth management. We’re excited about this partnership and look forward to the opportunities it will bring for our members! Huge thanks to our speakers and attendees for making this event a success! Additionally, make sure to follow UWW Financial Management Association for club updates, and please reach out if you're interested in guest speaking!

This week, FMA had the honor of hosting Whitewater alum Patrick Jones for a presentation on his career in Private Equity. Patrick shared his career journey, industry experience, and key lessons, offering valuable advice to college students on navigating finance and building long-term success. We also welcomed Rose Oswald Poels for a special scholarship presentation to our VP of Commercial Banking, Ian Schwartzlow. Huge thanks to our speakers and attendees for making this event a success! Follow UWW Financial Management Association for updates, and reach out if you're interested in guest speaking!

Real Estate Club kicked off the spring semester with an action-packed week! Thank you to everyone who attended the involvement fair and our Jeopardy event. We have an exciting lineup of panels, tours, and other events ahead. Be sure to follow the?UWW Financial Management Association?for updates. Additionally, please reach out if you're interested in guest speaking at a future REC meeting!

Thank you to everyone who attended the Spring Involvement Fair. It's always great to connect with more Warhawks, and we hope to see some new faces at our next meeting. As a reminder, our next meeting will be held on February 11th in Baker Tilly Hall from 5:30 to 6:30 p.m. This event will include a WBA scholarship presentation and a private equity breakdown with guest speaker Patrick Jones. Make sure to follow the?UWW Financial Management Association?to stay updated on our future events!

CMC kicked off the Spring 2025 semester with a fantastic first meeting! This semester, we're continuing our financial modeling series, introducing stock pitches for the Howat Fund, and incorporating weekly interview prep and macro news coverage into our meetings.?Make sure to follow the UWW Capital Markets Club to keep up with the club's future meetings, and please reach out if you are interested in guest speaking!

FMA concluded our fall semester with a special talk from Kyle Kabara of First Citizens State Bank. Kyle shared his career journey and provided a breakdown of fixed-income markets, offering valuable insights into bonds, and liquidity management within a bank. A huge thank you to Kyle for making our final meeting of the semester so insightful! Please reach out if you're interested in guest speaking in spring, we’d love to hear from you!